Job Description

About the Role

We are looking for a smart, proactive, and socially confident individual who enjoys meeting new people, building strong relationships, and engaging with High Net-Worth Individuals (HNIs). This is a target-based field role with attractive incentives, offering excellent learning and growth opportunities. If you enjoy interacting with clients, are eager to learn, and want to build a career in financial services, this role is ideal for you.

Key Responsibilities

Meet existing and potential HNI clients in person to understand their investment goals, financial needs, and preferences.

Build, maintain, and strengthen long-term relationships with HNI clients through regular follow-ups and high-quality service.

Educate clients about trading investment products, mutual funds, Insurance and more including features and benefits.

Provide personalized investment recommendations aligned with each client's financial objectives and risk profile.

Assist clients in opening, managing, and maintaining their trading, investment products and mutual funds accounts.

Proactively approach new prospects, promote relevant investment offerings, and cross-sell company products to generate business.

Coordinate with internal teams to resolve client queries and ensure smooth service delivery.

Stay updated on financial markets, fund performance, and regulatory changes to offer informed guidance to clients.

Consistently achieve monthly sales targets, activity goals, and other performance metrics.

Qualifications & Skills

Bachelor's degree in Finance, Business, or any related field (Freshers encouraged to apply).

Prior experience in sales or client relationship management--especially in stockbroking or financial services--is an advantage but not mandatory.

Understanding of mutual funds, stock market products, and investment concepts is a plus.

Strong communication skills with proficiency in English, Hindi, and Malayalam.

Outgoing, social personality with excellent interpersonal skills.

Proactive, eager to learn, and motivated to grow in a target-driven environment.

Comfortable with field work and meeting clients regularly.

What We Offer

Competitive salary with monthly incentives based on targets.

Extensive training and mentoring.

Exposure to HNI client management and financial services.

High-growth career path in sales, client advisory, and relationship management.

Willingness to work in target based field work - sales*

Willing and eager to meet clients in person*

Language proficiency: English, Hindi and Malayalam*

Candidates in and around N R colony and Indiranagar only

Key Responsibilities:

Cultivate relationships by meeting existing and new

HNI

clients

in person to understand their investment goals and preferences. Educate

HNI

clients

about mutual fund products, features, and benefits. Provide personalized investment recommendations based on

HNI

clients

' financial objectives and risk tolerance. Assist

HNI

clients

in opening and managing mutual fund accounts. Proactively reach out to potential

HNI

clients

to promote mutual fund offerings, cross sell company products and generate new business. Collaborate with internal teams to address

HNI

clients

inquiries and resolve issues promptly. Stay updated on market trends, fund performance, and regulatory changes to provide informed advice to

HNI

clients

. Meet individual sales targets and performance metrics set by the organization.

Qualifications:

Bachelor's degree in finance, business, or related field. Previous experience in sales or relationship management, preferably in the stock broking industry. Knowledge of mutual funds, investment products and other stock market products would be beneficial Excellent communication and interpersonal skills. Strong customer service orientation
Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

Provident Fund
Work Location: In person